Resource Groups

Resources can be grouped together for easier management. The grouping can be done either by specifying a set of criteria or by specifying individual resources. When you provide a criteria, whenever a new resource is added that matches the criteria, it also becomes part of that group.

Resource groups created by the administrator users can be shared with other users or user groups. Whenever resources get added or deleted from a group, it affects the password access shared through the group. That is, users who are shared with the group can see passwords of only the resources that are part of the group at that point in time.

Password Manager Pro provides the option to maintain resource groups in hierarchical structure providing a tree view for navigational convenience. From the "Home" tab of PMP web-interface, you can view the hierarchical structure of the resource groups in tree form. You can also navigate to any desired group or sub-group directly and view the resources within.
Password policy can be specified for the resource groups, which will be used for password generation for resources of that group. Note that a password policy specified for a resource will override the group-level setting.

The resource grouping helps in carrying out operations in bulk on all the resources of the group.

To add resource groups,

Go to "Resources" tab in the web interface

Click "Resource Groups" tab (alternatively, you can launch this page directly through the "Add Resource Group" link under the "Links" tab)

In the Add Resource Group UI that opens,

Choose your option for creating a resource group. Either you can create a group based on certain matching criteria or you can pick resources from the list of resources and assign them to the group.

Creating groups based on matching criteria,

Select the option "Based on Criteria"

Enter the name for the group against the text field "Group Name"

Provide a "Description" for the group. It will be helpful for future reference

Select a "Password Policy" for the group

Nested Groups: If you want to make the resource group being added as the sub-group of an already existing resource group, select the required group from the drop-down against the field "Sub Group of". The group selected by you will become the parent group for the resource group being added

Specify the exact criteria based on which you want to create the group. Here, you have many options to choose from - you can search for resources based on resource name, resource type, resource description and user accounts and filter the search in fine-grained manner based on the criteria such as "contains", "does not contain", "equals" "not equal", "starts with" and "ends with".

Once you specify the criteria, click "Search" if you want to view the list of resources that will become part of this group

Click "Add" to add your resource group

Creating groups based on resources,

Select the option "Based on Resources"

Enter the name for the group against the text field "Group Name"

Provide a "Description" for the group. It will be helpful for future reference

Select a "Password Policy" for the group. If you select "Strong" (say), it would be applicable to all the members of this resource group

Nested Groups: If you want to make the resource group being added as the sub-group of an already existing resource group, select the required group from the drop-down against the field "Sub Group of". The group selected by you will become the parent group for the resource group being added

Select the required resources to be added to this group

Click "Save" to add your resource group

How do I view the resources belonging to a particular resource group?

To view the resources belonging to a particular Resource Group,

go to "Resources" tab

select the required Resource Group (whose resources you want see) from the drop-down "Show Resources of"

all the resources belonging to that group will be displayed

How do I view the hierarchical order of resource groups?

To view the hierarchical order of the resource groups as well the resources that are part of the respective group,

go to "Home" tab

on the LHS, the resource groups are displayed in tree view. Select the required Resource Group (whose resources you want see)

all the resources belonging to that group will be displayed

To view the hierarchical order alone,

go to "Resources" >>> "Resource Groups" tab

click "Show Tree View"

Is it possible to edit the name of the root node of the nested resource group tree?

Yes, the name of the root node can be edited. To edit it.

go to "Resources" >>> "Resource Groups" tab

click "Show Tree View"

in the UI that opens, click the "Edit" button present near the filed "Root Node Name" and click "Update"